GEODE CAPITAL MANAGEMENT, LLC
Position in AAOI — Applied Optoelectronics, Inc.
CIK 1214717
BOSTON, MA
Position in AAOI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$247,565,876
+$110,419,687 QoQ
Shares Held
1,670,936
+3.1% QoQ
Ownership
1.98%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#8
of 480 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AAOI Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $21,198,013,113 across 40 Communication Equipment names. AAOI ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
101,007,196 | $11,864,305,242 | |
| 2 | LITE |
Lumentum Holdings Inc.
|
2,245,102 | $1,926,432,221 | |
| 3 | MSI |
Motorola Solutions, Inc.
|
4,140,011 | $1,719,305,168 | |
| 4 | CIEN |
Ciena Corp
|
3,370,462 | $1,653,413,838 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
36,610,129 | $1,651,482,918 | |
| 6 | ASTS |
AST SpaceMobile, Inc.
|
5,105,125 | $453,641,407 | |
| 7 | VSAT |
Viasat Inc
|
4,029,392 | $361,879,695 | |
| 8 | ZBRA |
Zebra Technologies Corp
|
1,351,501 | $355,796,152 |
All Filings in AAOI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,565,876 | 1,670,936 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $137,146,189 | 1,621,305 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $52,739,763 | 1,512,902 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $35,427,198 | 1,366,263 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $33,029,453 | 1,285,693 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $16,606,596 | 1,081,863 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $36,114,285 | 979,769 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $13,015,788 | 909,559 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $7,040,845 | 849,318 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $5,384,429 | 388,487 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $7,326,028 | 379,194 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $4,046,350 | 368,856 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,073,257 | 347,862 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $737,938 | 333,909 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $627,844 | 332,193 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $881,927 | 324,238 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $494,112 | 318,782 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,172,088 | 321,120 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,561,310 | 303,757 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,064,056 | 287,473 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,421,928 | 285,942 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,146,846 | 376,417 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,783,808 | 327,122 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,337,627 | 296,678 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,250,130 | 299,000 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,218,215 | 292,255 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||